J&J Show

Josh Yoskosky & Joe Simon
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Welcome to The J&J Show with Josh Yoskosky and Joe Simon of YTS Wealth Management. Two wealth managers breaking down real-life money talk, sharing their experiences in the industry, and explaining it all in plain English, so you can feel confident about your financial future, one episode at a time. No jargon. Just real talk.

Episodes

  1. 12/30/2025

    Episode 9 | Getting Ready for the New Year: Financial Planning, Scheduling & Office Operations

    A new year means new goals, and a lot of preparation behind the scenes. In Episode 9 of The J&J Show, Josh and Joe walk through how they prepare for the new year, from financial management planning to handling key administrative items at the Arlington office. They also discuss kicking off a new round of client scheduling and why organization and consistency are critical to starting the year strong. Whether you’re a business owner or just curious what goes into running an efficient financial office, this episode gives a real look at the systems that set the tone for success. ▶️ Watch now and get ready for the year ahead.

    22 min

  2. 11/20/2025

    Episode 8 | Tax Loss Harvesting Explained

    Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors. Tune in now! 📈🔥

    14 min

  3. 10/24/2025

    Episode 7 | PART II | What Advisors Are Seeing as Q4 Unfolds

    Episode 7 Plus | What Advisors Are Seeing as Q4 Unfolds Part II  Episode 7 Plus is here! In this follow-up to “What Advisors Focus on Going Into Q4,” Josh and Joe dive deeper into how advisors are adapting as the quarter unfolds.  🎙️ Tune in for fresh insights, real-world stories, and a look ahead at what’s next for the rest of the year.  👉Watch now and don’t forget to subscribe for more episodes of The J&J Show.  #JJShow #Podcast #Finance #WealthManagement #Q4Trends

    23 min

  4. 10/01/2025

    Episode 7 | What Advisors Focus on Going Into Q4

    Episode 7 of the J&J Show is here! 📊 Josh and Joe dive into the key things financial advisors think about as we head into the fourth quarter of the year. From year-end planning to client strategies, they break down what’s on their minds to finish strong. 👉 Tune in and get an inside look at an advisor’s perspective going into Q4!

    19 min

  5. 08/11/2025

    Episode 6 | Breaking Down the Big Questions: Broker Dealers, AI & More

    Josh and Joe are back answering your most asked questions about life as a financial advisor. From “Who’s your broker dealer?” to the rise of AI in finance (and a few curveballs in between). This episode packs in insight, laughs, and great discussions. 💼🤖

    26 min

  6. 07/25/2025

    Episode 5 | Ever Wonder How Financial Managers Get Paid?

    On Episode 5 of the J&J Show, Josh & Joe break down one of the most commonly asked questions in the industry and clear up the misconceptions around financial management fees. 💼📊 🎧 Tune in now and get the answers you’ve been looking for! #JJShow #FinancialManagement #MoneyTalks #Podcast

    27 min

  7. 06/20/2025

    Episode 4 | Real Questions, Real Advice: What to Ask Your Financial Advisor 💼

    In this episode, financial managers Joe Simon & Josh Yoskosky break down the most common and important questions people ask their financial advisor. Whether you're just getting started or looking to optimize your wealth strategy, tune in to hear our honest guidance we give to clients every day.  Got a question we didn’t cover? Drop it in the comments!

    31 min

  8. 06/13/2025

    Episode 3 | What Your Financial Advisor Isn't Telling You

    In this episode of the J&J Show, we’re breaking down what it really means to be a fiduciary and why that’s just the starting point. 💼 If you’ve ever wondered what your financial advisor might be leaving out, this one’s for you. 🔍 No fluff. No gimmicks. Just real talk about money, trust, and doing business the right way. 👉 Subscribe for more financial insight from the J&J Show

    25 min

  9. 05/09/2025

    Episode 2 | The Power of Personalized Service

    Welcome to Episode 2 of the J&J Show! This week, we're breaking down why personalized service is at the heart of everything we do at YTS Wealth and why it matters more than ever in today’s financial world. 🔔 Subscribe for more real conversations on wealth, mindset, and client-first advice. #JJShow #WealthMadeSimple #PersonalizedService #YTSWealthManagement #FinancialPodcast #YourTotalSolution #WealthManagement #FinanceTips

    40 min

  10. 04/25/2025

    Episode 1 | The J&J Show | Wealth Made Simple

    Join Josh Yoskosky and Joe Simon, wealth managers at YTS Wealth Management, as they pull back the curtain on the world of finance. The J&J Show is all about honest conversations, real experiences, and making money management simple and relatable. Whether you're just getting started or looking to level up, this is the podcast that speaks your language.

    34 min
  • 10 Episodes

About

Welcome to The J&J Show with Josh Yoskosky and Joe Simon of YTS Wealth Management. Two wealth managers breaking down real-life money talk, sharing their experiences in the industry, and explaining it all in plain English, so you can feel confident about your financial future, one episode at a time. No jargon. Just real talk.

Information

  • Creator
    Josh Yoskosky & Joe Simon
  • Years Active
    2K
  • Episodes
    10
  • Rating
    Explicit
  • Copyright
    © 2025 J&J Show
  • Show Website
    J&J Show